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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,168 | $84,953-61.0% | $163,379-79.7% | $82,637-59.9% |
| Participation rate | 62.1% | 65.9%-3.9pp | 76.8%-14.8pp | 68.1%-6.0pp |
| Annual return | 17.53% | 23.07%-5.5pp | 63.41%-45.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $2,229 | $2,183+2.1% | $3,752-40.6% | $2,552-12.7% |
| Participant deferral / active EE | $3,508 | $4,326-18.9% | $6,282-44.1% | $4,126-15.0% |
| Admin fee / account holder | $1,402 | $7,921-82.3% | $9,818-85.7% | $7,339-80.9% |